Corinne Chooey Dizon is a financial advisor at UBS Financial Services with four years of industry experience. She holds Series 66 and Series 63 designations and has previously worked at the University of Southern California and Union Bank. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Sunil Prabhakar is a financial advisor with Ameriprise in Simi Valley, CA, holding 38 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Melisa Bahmanyar is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. She holds a Series 66 designation and previously worked at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. from 2013 to 2024. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Charles Mckeague is a financial advisor with Wells Fargo Clearing in Los Angeles, CA, holding a Series 66 designation and 12 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory work, he also works as an Uber driver in San Francisco on a limited basis. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm uses research and analytics from Wells Fargo Investment Institute and third-party sources, applying diversification principles and modern portfolio theory in its investment evaluations.

Jared Weinman is a financial advisor at J.P. Morgan Securities in Los Angeles, CA, holding Series 63 and Series 65 licenses with three years of industry experience. His prior work includes positions at First Republic Investment Management and BNY Mellon Wealth Management. He serves as a board member for Growing Place, a nonprofit operating preschools and providing educational opportunities for early childcare teachers in Santa Monica. J.P. Morgan Securities offers institutional consulting services focused on asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The program combines quantitative and qualitative research to build model asset allocations and incorporates ESG eligibility where applicable.

Jonathan Obera is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with Cambridge Investment Research Advisors and has previously worked at Morgan Stanley Smith Barney LLC and Bank of America. Outside of his advisory work, he is involved as an agent in the insurance business and serves as an investment advisor representative for a proxy advisory group. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and operates through thousands of financial professionals across multiple platforms and custodians.

Matthew Ruderman is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding a Series 63 designation and bringing 30 years of industry experience. His career includes roles at Citigroup Global Markets from 1995 to 2009 and Morgan Stanley Smith Barney since 2009. He serves as a board member of the Childrens Burn Foundation, a nonprofit focused on children and youth. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, emphasizing structured financial planning supported by firm-approved tools and methodologies.

Anthony Centineo is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Mass Mutual Investors Services, NYLIFE Securities, and AXA Advisors. His current tenure at J.P. Morgan spans multiple related entities since 2020. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their non-discretionary advisory approach emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Angela Bagwell is a Wealth Management Senior Relationship Manager at Fidelity Investments, serving as the primary point of contact for Private Wealth Management investors and their families. In this role, she focuses on forming strong relationships and providing personalized service to build and maintain client trust. She has been with Fidelity Investments since 2006, holding various positions including Wealth Management Planning Consultant, Branch Service Manager, and Relationship Manager. Prior to Fidelity, Angela worked as an Associate at Ameriprise Financial Services, Inc. in 2006. She holds a California Insurance License. Outside of her professional work, Angela's interests include family activities, parenthood, pets, and traveling.

Lusine Gabrielyan is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Her career includes roles at Wells Fargo Clearing and Wells Fargo Bank, N.A., and she is currently affiliated with both LPL Financial and BMO Harris Bank. She is also a co-owner and silent partner in a home health care business based in Northridge, CA, and holds notary commission in California. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment solutions, including financial planning, model portfolios, and participant-level retirement advice, supported by a large network of investment adviser representatives.

Christopher Ellis is a CFP® professional with 13 years of industry experience, currently affiliated with LPL Financial in Burbank, CA. His work history includes roles at Wedbush Securities, CUSO Financial Services, and Independent Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting strategies from discretionary management to direct indexing.

Lynn Alvarado is a financial advisor with Morgan Stanley in Beverly Hills, CA, holding a Series 63 designation and 42 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

Francisco Lim is a financial advisor at Mass Mutual Investors Services with a Series 66 credential. He has one year of industry experience and has previously worked in educational roles at several schools and community organizations. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual financial planning engagements using firm-approved analytical tools and supports a range of event-driven planning programs.

Madison Moore is a Series 66-licensed financial advisor with Morgan Stanley in Beverly Hills, CA, and has eight years of industry experience. He has been with Morgan Stanley and its Private Bank since 2017 and 2018, respectively, and previously worked at Media Arts Lab for one year. Morgan Stanley Wealth Management serves individuals and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides both direct client plans and Corporate Financial Planning agreements with employers.

Clinton Spivey is a financial advisor with Morgan Stanley in Westlake Village, CA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has managed rental property investments as a sole proprietor since 2011. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and a comprehensive investment approach to support its clients’ financial goals.

Daniel Yates is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. His prior experience includes roles at Bank of America and Merrill from 2010 to 2022. Outside of his advisory work, he owns and operates J. Elliott Capital Management, a private investment practice based in Thousand Oaks, CA. Wells Fargo Advisors is a broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutional clients. The firm’s services include comprehensive planning and tailored recommendations supported by Wells Fargo research, with a range of advisory and brokerage implementation options.

Luke Petrarca is a financial advisor at Raymond James & Associates with 10 years of industry experience. He has held his current position since 2015 and holds a Series 66 designation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, pension, charitable, and municipal clients, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Paul Allen is a financial advisor with UBS Financial Services in Beverly Hills, CA, holding a Series 63 designation and 34 years of industry experience. He has been with UBS Financial Services since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances while providing access to fiduciary financial planning and a broad platform of capital markets services.

Joseph Bui is a financial advisor with Merrill in Los Angeles, CA, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at Bank of America, Fidelity Charitable, J.P. Morgan Securities, and JPMorgan Chase Bank. Outside of his advisory duties, he serves as a committee member of McIntyre House and an advisory board member of QueensCare Foundation, both nonprofit organizations. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sharone Rotkopf is a financial advisor with LPL Financial in Calabasas, CA, holding a Series 63 license and bringing 30 years of industry experience. He previously worked at Morgan Stanley DW Inc. and UBS Financial Services before joining LPL Financial in 2005. Rotkopf is involved in investment research surveys through IA Collaborative/Adler Weiner Research. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and portfolio management services, utilizing both proprietary and third-party strategies supported by advisor-facing tools, alongside a broad platform of non-advisory financial services.